See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,615 | $138,044-62.6% | $125,339-58.8% | $134,475-61.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.16% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $9,645 | $5,243+84.0% | $4,814+100.4% | $4,740+103.5% |
| Participant deferral / active EE | $8,643 | $7,799+10.8% | $7,446+16.1% | $6,400+35.1% |
| Admin fee / account holder | $1,258 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |